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Nov 9, 2012
11/12
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CNBC
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having technology and seeing technology sort of transform them. think about, you know, what will financial services look like five years from now? how will we be consuming media five years from now? that is really a big opportunity as we move forward. >> here's a question. you say you want good management. you want companies that are not easily going to be disrupted. you want cheap. you want good valuations. is apple cheap? it's down huge since hitting, what, the highs earlier this year. >> if you look at apple on a relative basis, just free cash flow growth, its market position, and its proven history of sort of creating product through multiple innovation cycle and dislocation, on a relative basis, it is cheap, you know, relative to its growth. it's trading nine to ten times free cash flow to earnings. it's growing earnings well in excess of 20% depending on what you believe. there's obviously huge dividend potential related to the cash balance. >> all right. great to talk with you. thank you so much. >> thank you. >> got the closing countdown n
having technology and seeing technology sort of transform them. think about, you know, what will financial services look like five years from now? how will we be consuming media five years from now? that is really a big opportunity as we move forward. >> here's a question. you say you want good management. you want companies that are not easily going to be disrupted. you want cheap. you want good valuations. is apple cheap? it's down huge since hitting, what, the highs earlier this year....
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Nov 13, 2012
11/12
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CNBC
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the bottom line here, microsoft has missed so many important things in technology. blew it on the tablet. blew it on the mobile device. >> they play catchup all the time. >> now they're even losing market share when it comes to their main business. android also taking some market share there. a lot of people wonder if the death of the pc is going to mean even worse things from microsoft. i mean, sometimes great companies are not great stocks. >> well, they're a mature company. we all know that. they're a very big company. they're a very rich company, but they're not the fastest, most entrepreneurial company. >> does microsoft, the name, resonate with your kids? >> not anymore. >> the way google, the way apple does? >> used to. xbox was big in our house. not anymore. halo 4 selling well, but it's not as big as -- we mentioned that "black ops 2" game. it's supposed to be the biggest in the world right now. it's outselling "halo 4." >> that's their key to the consumer, the video game part of the business. >> well, we'll see what's up their sleeve next. we'll take a bre
the bottom line here, microsoft has missed so many important things in technology. blew it on the tablet. blew it on the mobile device. >> they play catchup all the time. >> now they're even losing market share when it comes to their main business. android also taking some market share there. a lot of people wonder if the death of the pc is going to mean even worse things from microsoft. i mean, sometimes great companies are not great stocks. >> well, they're a mature company....
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Nov 16, 2012
11/12
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CNBC
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from technology is on your list? >> i think some of the internet providers, some of the hardware providers have been hit particularly hard. we think that those areas provide not only very good balance sheets, but we think that as the market recovers next year, as the global economy eventually begins to turn around, we see better demand. ultimately, that's going to endure those kind of companies. >> apple has become a proxy for the market. market down 10%. apple down 10% or more at this point. would you buy apple here? >> i would. this is coming from a guy who hasn't owned much apple at all. right around here, again, sounds like a theme here. we have a tech stock selling at about a nine times earnings. believe it or not, it has a 2% yield. >> you're not concerned about some of the reasons why it dropped, mark? >> no, there's a whole list of reasons. i think the first one with the most weight in my mind is it's a proxy for the market. it's the biggest stock. if you don't like stocks, you can't possibly like apple in my
from technology is on your list? >> i think some of the internet providers, some of the hardware providers have been hit particularly hard. we think that those areas provide not only very good balance sheets, but we think that as the market recovers next year, as the global economy eventually begins to turn around, we see better demand. ultimately, that's going to endure those kind of companies. >> apple has become a proxy for the market. market down 10%. apple down 10% or more at...
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Nov 14, 2012
11/12
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big losers in the technology field. hewlett-packard and intel. big losers in the global industrial names like caterpillar and dupont. maria, back to you. >> all right, bob. thank you so much. don't even think about touching that remote. what a news day. we have a lot more ahead on this busy edition of the "closing bell." >>> coming up, getting down to business. in a first-on interview, honeywell chief david cote tells maria about what trab spired at the highly anticipated business leaders meeting with the president and when his impressions are that a deal on the looming fiscal cliff can get done. >>> plus, tax hike negotiator. the president wants $1.6 trillion with a "t" more in taxes. is this a negotiating ploy? how will it affect the upcoming talks with john boehner? two top-tier negotiators give their insight into how the meeting could unfold. >>> and trading places. charles schwab ceo talks exclues i havely to maria about the current crisis of confidence in the stock market. could a deal on the looming fiscal cliff be just the shot in the arm
big losers in the technology field. hewlett-packard and intel. big losers in the global industrial names like caterpillar and dupont. maria, back to you. >> all right, bob. thank you so much. don't even think about touching that remote. what a news day. we have a lot more ahead on this busy edition of the "closing bell." >>> coming up, getting down to business. in a first-on interview, honeywell chief david cote tells maria about what trab spired at the highly...
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80
Nov 12, 2012
11/12
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FBC
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we have names like united technology, at&t, cisco, disney, and 3m. those are your leaders right then we have this, sandra on this story. two of the homebuilders reporting earnings this morning. as you can see, shares of beazer homes taking a big dive after a disappointing report. that stock is being hit today. shares also of dr horton are falling. even though the company beat earnings. the ceo warned about weak unemployment growth into next year and that will be hurting new home sales in his opinion. and everybody loves an underdog. and best buy looks to be turning the corner at least today. the company getting a boost after announcing their chief investment officer. and she's saying the company has big challenges but it is poised for a turnaround despite a rocky year. there's best buy for you on your screen. let's get to the floor show. we have traders standing by at the new york stock exchange, the cme group, and of course the nymex. first at the new york stock exchange, ben willis, happy veterans day to you. i think the word uncertainty has been u
we have names like united technology, at&t, cisco, disney, and 3m. those are your leaders right then we have this, sandra on this story. two of the homebuilders reporting earnings this morning. as you can see, shares of beazer homes taking a big dive after a disappointing report. that stock is being hit today. shares also of dr horton are falling. even though the company beat earnings. the ceo warned about weak unemployment growth into next year and that will be hurting new home sales in...